Fin for Sales can connect directly to your HubSpot account and build a working data connector for you in minutes. Requires no API knowledge, no code, and no manual field mapping.
Pick a template, authenticate with HubSpot, and our AI generator inspects your HubSpot instance (including your custom fields) to build a fully configured connector. Review the suggested mappings, tweak anything, and add it to your setup. From then on, Fin can pull live contact context into every sales conversation and sync qualified contacts back to HubSpot.
What you can do:
📥 Enrich Contact(read) | 📤 Sync Contact (write) |
Fin pulls live contact context from HubSpot into your sales conversations. | Fin syncs qualified contacts to HubSpot. This is an upsert: it updates the matching contact if one exists, or creates a new contact if it doesn't. |
Note: Two templates are available: Enrich contact from HubSpot (read) and Sync conversation data to HubSpot contact (write).
Important: set up Enrich Contact and Sync Contact together
The Sync contact (write) connector is an upsert, keyed on the contact's email address. HubSpot updates the contact with that email, or creates one if no contact has it — so Sync won't create duplicates on its own.
At the start of a conversation, Fin doesn't know the HubSpot contact ID. The Enrich Contact (read) connector is what resolves a returning person to their existing HubSpot record (and its contact ID).
Enrich is what makes Sync worth having. Without it, Fin writes back to the right contact but has no context to qualify on in the first place.
Before you start
You'll need a connected HubSpot account (you'll authenticate via OAuth during setup).
How to set it up
You connect HubSpot to Fin for Sales from the "Connected services" section in Fin AI Agent > Sales > Train > Integrations.
Step 1: Authenticate
Connect HubSpot via OAuth if you haven't already.
Step 2: Pick a template
Choose Enrich contact from HubSpot (read) or Sync conversation data to HubSpot contact (write). To sync contacts back, set up both (see the callout above).
Step 3: Provide a test email
This runs a real search against your workspace's HubSpot account so the connector can be built and tested against live data. The email needs to belong to an existing HubSpot contact.
Step 4: Let AI generate the connector
This takes about 15–30 seconds while AI inspects your HubSpot schema, runs a test request, and assembles the connector.
Step 5: Review the field mappings
You'll see a table of HubSpot property → Intercom attribute that you can edit before confirming. Any HubSpot property that doesn't match an existing Intercom attribute is automatically mapped to a new hs_-prefixed attribute that the AI creates for you.
Step 6: Add it to your setup
Read connector: add it to enrichment - it runs at the start of each conversation.
Write connector: attach it to a routing outcome - it fires when that outcome is reached.
Note:
Sync is an upsert: Sync contact is keyed on email. HubSpot updates the contact with that email address, or creates one if no contact has it.
Auto-refresh: HubSpot access tokens expire periodically. The connector refreshes automatically, so you don't need to reconnect each time.
Custom properties included: Fin reads your HubSpot custom properties during setup, so your tailored data can be mapped too.
Troubleshooting
If you see… | What to do |
“No contacts found in HubSpot for email…” when creating a connector | The test email didn't match a contact in your HubSpot account. Check the email exists as a contact, then try again. |
Setup fails while reading your HubSpot properties | Usually a permissions or connection issue. Reconnect HubSpot in Settings > Integrations and run setup again. |
A sync (write) fails with a "required field missing" error | Your HubSpot account requires fields that weren't collected in the conversation. Make sure those required fields are being captured for the outcome that has the write connector. |
Connector stopped working after ~1 hour | Usually a HubSpot auth issue. The connector should auto-refresh and retry. If it persists, reconnect HubSpot. |
Still stuck? Reach out to our team and we'll help you get set up.